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41-3031.00Market Standard — pending BLS/OEWS enrichment

Securities, Commodities, and Financial Services Sales Agents

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

Primary Directive

Facilitate optimal trading and financial services for clients.

Execution Steps
  1. 1

    Interview clients to assess financial needs

    Gather information on clients' assets, liabilities, and financial objectives.

  2. 2

    Analyze market conditions and trends

    Monitor factors affecting price movement and identify trading opportunities.

  3. 3

    Execute buy or sell orders

    Relay orders to exchanges or trading departments based on client requests.

  4. 4

    Maintain accurate transaction records

    Keep detailed records of all trades and client interactions for compliance.

  5. 5

    Provide ongoing client communication

    Discuss financial options and keep clients informed about their transactions.

Toolbox Requirements
C++LinuxMicrosoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft SharePointMicrosoft Visual BasicMicrosoft WindowsMicrosoft WordOracle JavaOracle PeopleSoftPythonRSalesforce softwareSAP softwareThe MathWorks MATLABUNIX

Free — no credit card required. 200 messages included.